The exit advantage of middle market private equity
While higher interest rates have challenged the private equity exit environment, middle market investors have experienced much less disruption.
Income will likely drive CRE returns again
As the CRE market reverts toward a more normalized environment, income-centric strategies could return to favor.
Middle market private equity: Growth at a reasonable price
Private middle market companies offer attractive growth at cheaper valuations than either large/mega-cap private firms or public equities.
As rates climb, 60/40 portfolio has lost steam
Expectations for a higher-for-longer rate environment have challenged equity and core fixed income markets, as this week’s chart highlights.
Middle market optimism reaches new heights
Middle market business leaders’ economic optimism reached an all-time high in Q4 2024, even as potential uncertainty edged up.
Investor sentiment outpacing earnings?
Investor sentiment has raced to all-time highs. Could investors be overlooking potential volatility drivers, including moderating earnings forecasts?
